PRINCE GEORGE'S FINANCIAL SERVICES CORPORATION (EIN 521305988) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

DAWN R MEDLEY

Phone

3018836900

Tax Period

2022-07-01 to 2023-06-30

PRINCE GEORGE'S FINANCIAL SERVICES CORPORATION, founded in 1978, is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $2.9M left a modest 11% surplus.

Mission

PROVIDE NON-TRADITIONAL FUNDING SOURCES TO BUSINESSES IN UNDERSERVED MARKETS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,436,995

Program Service Revenue $800,398

Investment Income $15,839

Other Revenue $25,783

TOTAL REVENUE $3,279,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,718,411

Fundraising Expenses $180,570

Program Expenses $2,229,498

Other Expenses $1,205,539

TOTAL EXPENSES $2,923,950

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,279,015	$2,663,412	+0.2%
Expenses	$2,923,950	$2,457,718	+0.2%
Net Income	$355,065	$205,694	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$349,625

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HALE III	CHAIR	5.00	Officer Director	$0	$0	$0
SHANTON S KITTLER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
TERRENCE A BEVERLY	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN HALLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
GARRETT JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
GREG BEDWARD	DIRECTOR	2.00	Director	$0	$0	$0
MIRINDA D JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
QC JONES	DIRECTOR	2.00	Director	$0	$0	$0
DIANE BROWN	DIRECTOR	2.00	Director	$0	$0	$0
SONJA WELLS	DIRECTOR	2.00	Director	$0	$0	$0
VALARIE DOCK	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE ROGERS	DIRECTOR - NON-VOTING	2.00	Director	$0	$0	$0
SIMONE C JOHNSON	DIRECTOR - NON-VOTING	2.00	Director	$0	$0	$0
WARREN BURRIS	DIRECTOR - NON-VOTING	2.00	Director	$0	$0	$0
PETER SORGE	CHAIRMAN EMERITUS NON-VOTING	2.00	Director	$0	$0	$0
DAWN R MEDLEY	PRESEDENT & CEO- -CURRENT	40.00	Key Emp	$164,223	$11,208	$175,431
BEVERLY EVERSON-JONES	CFO	32.00	Key Emp	$164,015	$10,179	$174,194
SHELLY M GROSS-WADE	PRESEDENT & CEO- - 12/31/2022	40.00	Highest	$146,774	$6,841	$153,615
JAMES STEWARD SMITH	VICE PRESIDENT- BUSINESS DEVELOPMENT	40.00	Highest	$115,083	$0	$115,083

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,279,015	$2,923,950	$8,799,436	$355,065
2022	$2,663,412	$2,457,718	$6,191,541	$205,694
2021	$3,752,582	$3,209,543	$5,730,425	$543,039
2020	$1,661,099	$1,681,592	$5,375,200	$-20,493
2019	$1,719,034	$1,473,091	$3,745,109	$245,943
2018	$1,384,383	$1,320,727	$2,773,472	$63,656

PRINCE GEORGE'S FINANCIAL SERVICES CORPORATION